Davis & McKinzey Wealth Management - Ameriprise Financial Services, LLC 1200 Abernathy Road Northeast, Atlanta, GA 30328

Davis & McKinzey Wealth Management - Ameriprise Financial Services, LLC, located at 1200 Abernathy Road Northeast in Atlanta, Georgia, is a finance institution that focuses on helping clients achieve their financial goals. With a personalized approach, they offer investment recommendations, asset allocation strategies, and portfolio management tailored to individual risk tolerance and objectives. Regular meetings are held to review progress, adjust strategies as needed, and track goal achievement.

Clients have convenient access to their investments and accounts through any device, ensuring transparency and security. The institution also emphasizes the importance of preparing for unexpected events by providing insurance solutions for health, life, disability, income, and long-term care. Ameriprise financial advisors are registered to do business in specific U.S. states, and additional information can be found on FINRA's BrokerCheck website.

The institution offers complimentary initial consultations to discuss clients' priorities and financial planning needs. While they cannot guarantee future financial results, they strive to empower individuals to protect their assets and loved ones. By adhering to strict rules and regulations, including the Ameriprise Financial Website Rules and Regulations, they ensure a secure and trustworthy partnership with clients.

With a focus on building lasting relationships and helping clients succeed, Davis & McKinzey Wealth Management - Ameriprise Financial Services, LLC welcomes referrals from satisfied clients. By providing comprehensive financial planning services and personalized guidance, they aim to support individuals in achieving their financial aspirations.